Atmos Capital Gestao De Recursos
Latest statistics and disclosures from Atmos Capital Gestao De Recursos's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NU, XP, MELI, DLO, GOOGL, and represent 85.64% of Atmos Capital Gestao De Recursos's stock portfolio.
- Added to shares of these 7 stocks: MELI (+$123M), DLO (+$27M), NU (+$26M), XP (+$23M), ABNB (+$13M), BKNG (+$12M), NFLX (+$11M).
- Started 3 new stock positions in DLO, ABNB, BKNG.
- Reduced shares in these 10 stocks: STNE (-$169M), GOOGL, TSM, AAPL, NVDA, AMZN, MSFT, META, QQQ, KWEB.
- Sold out of its positions in QQQ, KWEB, CXSE, STNE.
- Atmos Capital Gestao De Recursos was a net buyer of stock by $36M.
- Atmos Capital Gestao De Recursos has $761M in assets under management (AUM), dropping by 2.04%.
- Central Index Key (CIK): 0001832439
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Portfolio Holdings for Atmos Capital Gestao De Recursos
Atmos Capital Gestao De Recursos holds 15 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Nu Hldgs Ord Shs Cl A (NU) | 34.8 | $265M | +10% | 16M | 16.74 |
|
| XP Cl A (XP) | 25.3 | $193M | +13% | 12M | 16.37 |
|
| MercadoLibre (MELI) | 20.0 | $152M | +415% | 76k | 2014.26 |
|
| Dlocal Class A Com (DLO) | 3.6 | $27M | NEW | 1.9M | 14.14 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 2.0 | $15M | -20% | 47k | 313.00 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 1.8 | $14M | -21% | 46k | 303.89 |
|
| Apple (AAPL) | 1.8 | $14M | -21% | 50k | 271.86 |
|
| Airbnb Com Cl A (ABNB) | 1.7 | $13M | NEW | 94k | 135.72 |
|
| NVIDIA Corporation (NVDA) | 1.6 | $12M | -21% | 66k | 186.50 |
|
| Amazon (AMZN) | 1.5 | $12M | -21% | 51k | 230.82 |
|
| Booking Holdings (BKNG) | 1.5 | $12M | NEW | 2.2k | 5355.33 |
|
| Netflix (NFLX) | 1.5 | $11M | +1981% | 120k | 93.76 |
|
| Microsoft Corporation (MSFT) | 1.4 | $11M | -22% | 23k | 483.62 |
|
| Meta Platforms Cl A (META) | 1.3 | $10M | -22% | 15k | 660.09 |
|
| Vtex Shs Cl A (VTEX) | 0.1 | $837k | 223k | 3.76 |
|
Past Filings by Atmos Capital Gestao De Recursos
SEC 13F filings are viewable for Atmos Capital Gestao De Recursos going back to 2020
- Atmos Capital Gestao De Recursos 2025 Q4 restated filed Feb. 20, 2026
- Atmos Capital Gestao De Recursos 2025 Q4 filed Feb. 17, 2026
- Atmos Capital Gestao De Recursos 2025 Q3 filed Nov. 14, 2025
- Atmos Capital Gestao De Recursos 2025 Q2 filed Aug. 14, 2025
- Atmos Capital Gestao De Recursos 2025 Q1 filed May 16, 2025
- Atmos Capital Gestao De Recursos 2024 Q4 filed Feb. 14, 2025
- Atmos Capital Gestao De Recursos 2024 Q3 filed Nov. 14, 2024
- Atmos Capital Gestao De Recursos 2024 Q2 filed Aug. 14, 2024
- Atmos Capital Gestao De Recursos 2024 Q1 filed May 15, 2024
- Atmos Capital Gestao De Recursos 2023 Q4 filed Feb. 14, 2024
- Atmos Capital Gestao De Recursos 2023 Q3 filed Nov. 14, 2023
- Atmos Capital Gestao De Recursos 2023 Q2 filed Aug. 14, 2023
- Atmos Capital Gestao De Recursos 2023 Q1 filed May 15, 2023
- Atmos Capital Gestao De Recursos 2022 Q4 filed Feb. 14, 2023
- Atmos Capital Gestao De Recursos 2022 Q3 filed Nov. 14, 2022
- Atmos Capital Gestao De Recursos 2022 Q2 filed Aug. 15, 2022